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CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets253.84B
CLBFX vs SIBAX Comparison Chart in %
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CLBFX vs. SIBAX commentary
Aug 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. SIBAX (70.1M). CLBFX pays higher dividends than SIBAX: CLBFX (1.97) vs SIBAX (1.45). CLBFX was incepted earlier than SIBAX: CLBFX (23 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 14.52 vs. CLBFX (10.27). SIBAX return over 5 years is better than : 43.38 vs. CLBFX (39.97).
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.67 | 0.91 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 9.023 | 6.779 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.1M | 362,340% |
| Annual Yield % from dividends | 1.97 | 1.45 | 136% |
| Returns for 1 year | 10.27 | 14.52 | 71% |
| Returns for 3 years | 33.41 | 37.32 | 90% |
| Returns for 5 years | 39.97 | 43.38 | 92% |
| Returns for 10 years | 80.95 | 95.50 | 85% |